Filed October 1, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,479 | $60,349+59.9% | $74,183+30.1% | $62,891+53.4% |
| Participation rate | 92.2% | 72.7%+19.5pp | 76.6%+15.6pp | 69.3%+22.9pp |
| Annual return | 11.04% | 21.37%-10.3pp | 17.74%-6.7pp | 20.14%-9.1pp |
| Employer contribution / active EE | $2,501 | $1,680+48.8% | $2,370+5.5% | $2,281+9.6% |
| Participant deferral / active EE | $4,289 | $2,856+50.2% | $3,550+20.8% | $3,203+33.9% |
| Admin fee / account holder | $961 | $4,261-77.4% | $5,586-82.8% | $4,296-77.6% |